| Serial Number | 88431037 |
| Word Mark | PURPOSE. PLANNING. PORTFOLIO. |
| Filing Date | Wednesday, May 15, 2019 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, January 9, 2026 |
| Registration Number | 5936369 |
| Registration Date | Tuesday, December 17, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 1, 2019 |
| Goods and Services | Financial planning, namely, financial planning and investment advisory services, estate planning, retirement planning, investment management, income planning, disability income planning, charitable contributions, employee benefits, social security, long term care and life insurance |
| NOT AVAILABLE | "PLANNING" OR "PORTFOLIO" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, May 31, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, May 7, 2015 |
| First Use In Commerce Date | Thursday, May 7, 2015 |
| Party Name | Ridgegate Financial, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Englewood, CO 80112 |
| Party Name | Ridgegate Financial, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenwood Village, CO 80111 |
| Party Name | Ridgegate Financial, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenwood Village, CO 80111 |
| Event Date | Event Description |
| Saturday, May 18, 2019 | NEW APPLICATION ENTERED |
| Friday, May 31, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 1, 2019 | ASSIGNED TO EXAMINER |
| Sunday, August 11, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Sunday, August 11, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Sunday, August 11, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Sunday, August 11, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, August 13, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, August 29, 2019 | ASSIGNED TO LIE |
| Wednesday, September 11, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 1, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 1, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 17, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Friday, February 5, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, February 5, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, February 5, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, December 17, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, October 3, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, January 9, 2026 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, January 9, 2026 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, January 9, 2026 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |